Planning Consultant

2 weeks ago


The Villages, United States Fidelity Investments Full time
Job Description:

Investor Center Planning Consultant

Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs.

The Expertise We're Looking For
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and insurance licenses within 90 days of hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged
The Purpose of Your Role

The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day

The Skills You Bring
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities
  • The Value You Deliver
  • Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client's success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

How Your Work Impacts the Organization

Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:
Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
  • Planning Consultant

    5 days ago


    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Planning Consultant

    3 weeks ago


    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Planning Consultant

    7 days ago


    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description: Investor Center Planning Consultant Through your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Planning Consultant

    3 weeks ago


    The Villages, United States Fidelity TalentSource LLC Full time

    Job Description:Investor Center Planning ConsultantThrough your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client...

  • Physical Therapist

    5 days ago


    The Villages, United States Alana HealthCare Full time

    Do you have home health experience and are you looking for something different in your career? Our passion for patient care is second to none and we are currently hiring! Alana offers competitive pay; benefits package for Full Time employees includes health and welfare benefits, company paid long term disability, 401k retirement plan with generous company...


  • The Villages, United States Aveanna Healthcare Full time

    Position OverviewAveanna Healthcare has grown tremendously during the past year through a series of exciting acquisitions and we are currently looking for a Physical Therapist (PT) to join our dynamic home health care team. In this position, you make it possible for patients to recuperate from illness or injury in the comfort of their own home.Full-Time...


  • The Villages, United States Aveanna Healthcare Full time

    Position OverviewAveanna Healthcare has grown tremendously during the past year through a series of exciting acquisitions and we are currently looking for a Physical Therapist (PT) to join our dynamic home health care team. In this position, you make it possible for patients to recuperate from illness or injury in the comfort of their own home.Full-Time...


  • The Villages, United States Tews Company Full time

    DO YOU LOVE HELPING PEOPLE WORK THROUGH THE PROCESS OF BENEFITS?$65k-$75k, based on knowledge and experience + Company Profit Sharing Plan!In Office - Fantastic working environmentAmazing Benefits PackageYou are:High School diploma or GED requiredMinimum of three (3) years of Benefits Administration experience One (1) year of supervisory experienceStrong...


  • The Villages, United States Tews Company Full time

    DO YOU LOVE HELPING PEOPLE WORK THROUGH THE PROCESS OF BENEFITS?$65k-$75k, based on knowledge and experience + Company Profit Sharing Plan!In Office - Fantastic working environmentAmazing Benefits PackageYou are:High School diploma or GED requiredMinimum of three (3) years of Benefits Administration experience One (1) year of supervisory experienceStrong...

  • Oral Surgeon

    4 weeks ago


    The Villages, United States ClearChoice Full time

    ClearChoice The Villages, FL is seeking an Oral and Maxillofacial Surgeon to place dental implants for patients wanting "All-on- X" solutions. This is a dream job! Work as a 1099 independent contractor, ideally 1-2 mornings each week, depending on your schedule. One location, from 7am until around 1pm. Excellent compensation potential. Transform patient...

  • Oral Surgeon

    4 weeks ago


    The Villages, United States ClearChoice Dental Implant Centers Full time

    ClearChoice The Villages, FL is seeking an Oral and Maxillofacial Surgeon to place dental implants for patients wanting "All-on- X" solutions. This is a dream job! Work as a 1099 independent contractor, ideally 1-2 mornings each week, depending on your schedule. One location, from 7am until around 1pm. Excellent compensation potential. Transform...


  • The Villages, United States Aegis Medical Group Full time

    **Job Summary** The Referrals Coordinator is responsible for handling, monitoring and processing ordered referrals and transitions in an accurate and timely manner with follow-up as required. The position coordinates with all stakeholders in the referral process to ensure that patients receive timely and appropriate care and aim for higher patient...


  • The Villages, United States The Villages Insurance Full time

    Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond). Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and...


  • The Villages, United States Dr. Adam Bergman Full time

    Our office is seeking a full-time or part-time DENTAL ASSISTANT with a proven track record of success to join our team. We have a fantastic staff who are all passionate about going above and beyond the expectations of our patients and highly supportive of the office environment. Our doctor is well-known for providing excellent patient care. You must have...

  • Oral Surgeon

    4 weeks ago


    The Villages, United States ClearChoice Dental Implant Centers Full time

    ClearChoice The Villages, FL is seeking an Oral and Maxillofacial Surgeon to place dental implants for patients wanting  "All-on- X"  solutions.  This is a dream job!  Work as a 1099  independent contractor, ideally 1-2 mornings each week, depending on your schedule.  One location, from 7am until around 1pm. Excellent compensation...

  • Oral Surgeon

    4 weeks ago


    The Villages, United States ClearChoice Dental Implant Centers Full time

    Job DescriptionJob DescriptionClearChoice The Villages, FL is seeking an Oral and Maxillofacial Surgeon to place dental implants for patients wanting  "All-on- X"  solutions.  This is a dream job!  Work as a 1099  independent contractor, ideally 1-2 mornings each week, depending on your schedule.  One location, from 7am until around 1pm. Excellent...


  • The Villages, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: As a De Novo Financial Center Manager (DFCM), you are responsible for representing Fifth Third Bank within the communities we serve to create a positive brand perception and...

  • Physical Therapist

    5 days ago


    The Villages, United States LHC New Full time

    Summary SIGN ON BONUS: $3,000 The Physical Therapist in Home Health is responsible for the assessment and evaluation of patient care needs related to functional status/mobility, endurance/stamina, pain and other medical conditions. Based on this assessment and evaluation, the Physical Therapist works to help determine a treatment plan, performs...

  • Registered Nurse

    4 days ago


    The Villages, United States Actalent Full time

    Registered NurseActalent is hiring a Registered Nurse for a full time permanent role in The Villages, FL! Job Description In this pivotal role, you will be responsible for ongoing patient assessment for patients undergoing oncology treatments. You will ensure appropriate charges are captured by following guidelines for the administration of all...

  • Registered Nurse

    1 day ago


    The Villages, United States Actalent Full time

    Registered NurseActalent is hiring a Registered Nurse for a full time permanent role in The Villages, FL! Job Description In this pivotal role, you will be responsible for ongoing patient assessment for patients undergoing oncology treatments. You will ensure appropriate charges are captured by following guidelines for the administration of all...